Patience and a risk-first approach set Massachusetts Investors Growth apart. In periods where the market chases momentum, lower quality, or continues to coalesce in the largest companies, this strategy can look like a laggard, as it has recently. Over a full market cycle, though, this strategy’s focus on owning durable—but still growing—businesses should pay off for investors, as it should prove resilient when markets get jittery.
MFS Massachusetts Investors Growth Stock Fund Class B MIGBX
- NAV / 1-Day Return 28.83 / −1.87 %
- Total Assets 8.9B
-
Adj. Expense Ratio
1.460%
- Expense Ratio 1.450%
- Distribution Fee Level Average
- Share Class Type Deferred Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 0.00
- Turnover 21%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:35 AM GMT+0
Morningstar’s Analysis MIGBX
Will MIGBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MIGBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MIGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 12.30 | 1B | Technology |
Microsoft Corp | 10.35 | 988M | Technology |
Alphabet Inc Class A | 6.04 | 577M | Communication Services |
Apple Inc | 4.67 | 446M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.96 | 378M | Technology |
Visa Inc Class A | 3.59 | 343M | Financial Services |
Amphenol Corp Class A | 3.35 | 320M | Technology |
Moodys Corp | 2.49 | 237M | Financial Services |
Aon PLC Class A | 2.46 | 235M | Financial Services |
Amazon.com Inc | 2.44 | 233M | Consumer Cyclical |
United States